Whitney Tilson - Kase Capital
Whitney Tilson is the founder and a Managing Partner of Kase Capital, which manages three value-oriented hedge funds. He is the co-founder of Value Investor Insight, co-authored More Mortgage Meltdown and the just-released The Art of Value Investing, and was a contributor to Poor Charlie’s Almanack. Tilson has written for Forbes, Kiplinger's, the Financial Times, the Motley Fool and TheStreet.com, was featured in a 60 Minutes segment in December 2008 that won an Emmy, and is a CNBC Contributor. He is the Chairman Emeritus of the Value Investing Congress.
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Articles
Whitney Tilson is Back! Likes Same Stocks: BRK.A, GS and GE
ValueWalk - 08.07.12
From Whitney Tilson: Another spectacular earnings report last Friday from Berkshire Hathaway Inc. (NYSE:BRK.A) (NYSE:BRK.B), which Mr. Market hasn’t figured out (yet). The headline number was cosmetically down because the Goldman Sachs Group, Inc. (NYSE:GS) and General Electric Company (NYSE:GE) preferreds were redeemed (at a 10% call premium) a year ago, plus this year the mark-to-market (non-cash) on the equity index puts cost $1.2 billion.
Whitney Tilson’s T2 conference call on Current Positions
Value Walk - 04.18.12
Whitney Tilson’s T2 conference call, summary: Here’s an outline of the call, which lasted 80 minutes. 2012 YTD performance through today: 24.0-26.1% across our three hedge funds vs. 10.8% for the S&P 500 with dividends reinvested; MTD our funds are up 1.1% vs. -1.6% for the S&P.
Whitney Tilson's YPO Presentation On The Economy
Business Insider - 02.14.12
Hedge fund manager Whitney Tilson, the co-founder of T2 Partners, said during a conference call presentation earlier this week that not investing in Apple was likely the biggest miss of his investment career and he still doesn't plan on buying the stock now.
T2 Partners 2011 Annual Letter
GuruFocus - 01.10.12
In his annual letter, Whitney Tilson discusses BRK.A, BRK.B, IRDM, NFLX, STX, HHC, CIT, DLIA, MSFT, JCP, MGIC, JEF, DELL, SNDK, KFT, BUD, ADP, SATS, WFC, GGP, BP.
Value Investing Club Bullish Write-up on AIG
ValueWalk - 05.16.12
We recommend establishing a long position in the equity of AIG, which is in the later stages of its exit from government assistance and making progress in improving the profitability of its core insurance franchises. With the sale and equity buyback announced following Q1 2012 results,US government ownership fell to 61% of outstanding shares in May 2012.
Whitney Tilson’s T2 Partners Up Whopping 10.6% in March
Value Walk - 04.02.12
Our fund rose 10.6% in March vs. gains of 3.3% for the S&P 500, 2.1% for the Dow and 4.3% for the Nasdaq. Year to date, during the best first quarter for the S&P 500 and Dow since 1998, and the best for the Nasdaq since 1991, our fund also had its best first quarter, jumping 23.6% vs. 12.6% for the S&P 500, 8.8% for the Dow and 18.9% for the Nasdaq.
T2 Partners January Letter: Portfolio Update
MarketFolly - 02.09.12
It's been a while since we've checked in on Whitney Tilson and Glenn Tongue's hedge fund T2 Partners so here is their January letter to investors. While they had a horrible year last year (-24.9%), they were up 12.6% in January.
Videos
Whitney Tilson on Buying JC Penney
GuruFocus - 05.17.12
Whitney Tilson of T2 partners was on CNBC to discuss his long view on J.C. Penney (JCP). As the stock saw one of its worst one-day drops, he recommended buying J.C. Penney on this dip.
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Whitney Tilson: Netflix Selloff a Buying Opportunity
CNBC - 04.24.12
Whitney Tilson, T2 Partners, says the Netflix earnings report was "great news." He also weighs in on the alleged Wal-Mart scandal, currently under investigation.
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Steve Forbes Interview: Whitney Tilson, Hedge Fund Manager, Part 1
Forbes - 11.30.11
Whitney Tilson is the founder of T2 Partners and Chairman of the Value Investing Congress. Recently, he sat down with Steve Forbes to talk about value investing, Warren Buffett and how to get out of an investment hole.
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Tilson on Trading Barnes & Noble
CNBC - 04.30.12
Whitney Tilson, T2 Partners, offers trading strategies and insight into the digital business of Barnes and Noble amid the company's partnership with Microsoft.
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Whitney Tilson: Berkshire, Coke and Other Long-Term Buys
CNBC - 02.16.12
Although the next congress isn’t for months, we thought you might appreciate Tilson’s latest insights here and now. In this post you'll find some of his best long ideas.
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Steve Forbes Interview: Whitney Tilson, Hedge Fund Manager, Part 2
Forbes - 12.06.11
Whitney Tilson is the founder of T2 Partners and Chairman of the Value Investing Congress. Recently, he sat down with Steve Forbes to talk about value investing, Warren Buffett and how to get out of an investment hole.
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